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Hermes Fund Managers (North America) LP (Boston)


Hermes Fund Managers (North America) LP is a large advisory firm based in Boston. It manages $1.56 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009.

Hermes Fund Managers (North America) provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hermes Fund Managers (North America): assets under management

The assets under management (AUM) of Hermes Fund Managers (North America) LP is $1.56 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 274% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $777.53 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hermes Fund Managers (North America) LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Britel Fund Trustees Limited Sole shareholder 1 Dec 1982 75% - 100% foreign
Britel Fund Nominees Limited Sole shareholder 1 Mar 1983 75% - 100% foreign
Britel Fund Trustees Limited Sole shareholder 1 Mar 1983 75% - 100% foreign
Bt Pension Scheme Trustees Limited Corporate trustee 1 Mar 1983 Other foreign
Inc. Hermes Administration Services (North America) General partner 1 Sep 2009 Other 27-0951610
Hermes Investments (North America) Limited Limited partner 1 Sep 2009 75% - 100% foreign
Hermes Fund Managers Limited Sole shareholder 1 Sep 2009 75% - 100% foreign

Based in Boston

The principal office where Hermes Fund Managers (North America) LP performs its advisory services is located at 200 State Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (617) 892-8990 or by fax (617) 892-8988. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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